Connecting To Tigerpaw

This document is a step by step guide for setting up the Tigerpaw integration within BrightGauge. 

 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

 

  • Existing Accounts

Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:

AddingANewDatasource.gif

 

 

Find the "TigerPaw" icon under "All" or under the appropriate category:

FindDatasource.gif

 

Whether a new or existing account, you'll come to datasource settings screen below. Leave this page open as it will be used in Step 4. You can now proceed to the next steps.

scn_datasources_addnew_onprem_database.png

 

 

Step 2 - Download and Install BrightGauge Agent

Since Tigerpaw runs off a SQL database, you’ll need to download and configure the BrightGauge Agent. Click the Download link to download the agent. Documentation to help set up configure the BrightGauge Agent can be found here.  Make sure to install the BrightGauge agent on a machine somewhere within the same network as your MS-SQL database for Tigerpaw.  If you have issues, there are some known issues here or email support@brightgauge.com for assistance.

 

 

Step 3 - Create a SQL user within Tigerpaw database

Once the agent is up and running, you’ll now need to create a SQL user within the Tigerpaw database. Tigerpaw runs off of MS-SQL, so here’s a guide on how to do that.  Make sure to enable the user to log into the Tigerpaw database. Often the database has "Tigerpaw" somewhere in the name, but it can also be customized (to use your company name for example).  You’ll also need to put this database name for the following step.

 

scn_datasources_addnew_onprem_database.png

Step 4 - Configure the Datasource Settings

Refer to the screenshot above and match the corresponding numbered fields:

  1. Name: A name for the connection.
  2. Agent Host: The computer on which the agent is installed.
  3. Database Internal IP/Hostname: Internal IP address or hostname for the database server (if using multiple SQL instances, use the IP or machine name followed by a backslash and then the instance name: 192.168.1.100\instance or SQLServer\instance).
  4. Database Name: The database name (e.g., cwwebapp_brightgauge).
  5. Database Internal Port: This field is for advanced SQL setups not using the default SQL port (1433). Enter the non-default port in this field. Leave BLANK if using the default SQL port (1433).
  6. Database Username: Your database username.
  7. Database Password: Your database password.

 

 

Step 5 - Test Connection and Save

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes. 

Your Default Dashboards

  • BGS - Managed Assets
  • BGS - Sales & Email Activities
  • BGS - Sales Leaderboard
  • BGS - Service Board
  • BGS - Service Leaders
  • Client Dashboard Template
  • Tech Dashboard

Your Default Reports

  • BGS - Activity & Sales Report
  • BGS - Daily Sales & Service Huddle
  • BGS - SO Waiting Report
  • BGS - Sales Leaderboards
  • BGS - Service Leaders
  • BGS - Weekly Invoice Report
  • BGS - Weekly Services Report
  • TigerPaw Executive Summary Report

 

For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.  

For additional information, please check out our support forums at support.brightgauge.com

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